Federal Tax Compliance for Churches & Other Nonprofits

to
Where: Conference Rooms

Federal Tax Compliance for Churches & Other Nonprofits

Batts Morrison Wales & Lee invites you to a half-day Executive Briefing hosted by Mike Batts, managing partner of BMWL.

This Executive Briefing will focus on the fundamentals of federal tax compliance for churches and other nonprofits. Topics will include:

 

  • Update on provisions of new tax law affecting nonprofits
  • Protecting your nonprofit’s exempt status
  • Excess benefit transactions
  • Private inurement
  • Private benefit
  • Compensation-setting
  • Conflicts of interest
  • Expense documentation requirements
  • Unrelated business income
  • Contribution acknowledgments
  • Foreign grant-making
  • School nondiscrimination requirements
  • New hire reporting

All attendees will receive a complimentary copy of one of the following:


Nonprofit Financial Oversight
The Concise and Complete Guide for Boards and Finance Committees


Board Member Orientation
The Concise and Complete Guide to Nonprofit Board Service


Church Finance
Authors: Michael E. Batts and Richard Hammar

 

How to register for this event:
Our firm is offering complimentary admission to all nonprofits located in The Hope Center as guests of Batts Morrison Wales & Lee.


December 5 | 8am-12pm | Conference Room A

 

Continuing Education

Learning Objectives: To obtain an understanding of the fundamentals of federal tax compliance for churches and other nonprofits.

Prerequisites: Working knowledge of tax and accounting issues affecting nonprofit organizations. No advance preparation is required.

Delivery Method: Group-Live

Program Level: Update – The Executive Briefing qualifies for The Church Network CEUs and up to four hours of NASBA CPE credit in Taxes.

Batts Morrison Wales & Lee, P.A. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program.